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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,047 | $275,752-66.6% | $256,809-64.2% | $198,609-53.7% |
| Participation rate | 62.5% | 89.2%-26.7pp | 88.5%-26.0pp | 82.4%-19.9pp |
| Annual return | 18.94% | 34.81%-15.9pp | 32.73%-13.8pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,347 | $7,721-82.5% | $7,263-81.4% | $5,055-73.3% |
| Participant deferral / active EE | $6,906 | $10,037-31.2% | $9,520-27.5% | $6,977-1.0% |
| Admin fee / account holder | $594 | $25,716-97.7% | $25,146-97.6% | $19,030-96.9% |